SPDR SERIES TRUST (HYMB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
413
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $187.8M | 7,382,633 | 0.05% | 7q | +7.7%+$13.5M |
| FMR LLC | $169.6M | 6,665,742 | 0.01% | 31q | +49.8%+$56.4M |
| SEI INVESTMENTS CO | $169.2M | 6,651,840 | 0.15% | 31q | -2.5%-$4.4M |
| WELLS FARGO & COMPANY/MN | $157.9M | 6,207,536 | 0.03% | 31q | -47.3%-$141.6M |
| BANK OF AMERICA CORP /DE/ | $130.6M | 5,132,087 | 0.01% | 31q | +0.8%+$994.8K |
| GOLDMAN SACHS GROUP INC | $126.9M | 4,987,711 | 0.01% | 31q | -9.2%-$12.8M |
| MORGAN STANLEY | $118.1M | 4,643,495 | 0.01% | 35q | +70.8%+$49.0M |
| LPL Financial LLC | $89.6M | 3,522,574 | 0.02% | 31q | +6.1%+$5.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $82.6M | 3,248,464 | 0.05% | 24q | +129.2%+$46.6M |
| WCG Wealth Advisors LLC | $46.6M | 1,833,609 | 1.11% | 17q | +11.4%+$4.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $42.7M | 1,678,899 | 0.56% | 7q | HELD |
| Avantax Planning Partners, Inc. | $41.9M | 1,646,129 | 1.04% | 31q | -2.1%-$902.4K |
| Bank of New York Mellon Corp | $40.8M | 1,603,453 | 0.01% | 17q | +23.9%+$7.9M |
| AMERIPRISE FINANCIAL INC | $37.9M | 1,489,159 | 0.01% | 31q | -50.9%-$39.3M |
| UBS Group AG | $31.0M | 1,217,294 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $29.9M | 1,175,515 | 0.03% | 27q | +54.2%+$10.5M |
| ENVESTNET ASSET MANAGEMENT INC | $29.0M | 1,140,316 | 0.01% | 31q | -25.7%-$10.0M |
| Revolve Wealth Partners, LLC | $28.9M | 1,137,661 | 3.00% | 19q | +4.5%+$1.2M |
| Tradewinds Capital Management, LLC | $25.2M | 992,182 | 4.49% | 27q | +940.3%+$22.8M |
| Ocean Park Asset Management, LLC | $21.6M | 848,826 | 1.04% | new | NEW |
| JPMORGAN CHASE & CO | $20.7M | 812,251 | 0.00% | 12q | -18.9%-$4.8M |
| Farther Finance Advisors, LLC | $18.5M | 727,550 | 0.14% | 15q | +18.5%+$2.9M |
| HighTower Advisors, LLC | $14.7M | 578,550 | 0.01% | 31q | -11.6%-$1.9M |
| Sanctuary Advisors, LLC | $14.4M | 566,641 | 0.07% | 9q | +2.8%+$397.9K |
| Jordan Park Group LLC | $14.3M | 563,102 | 0.73% | 15q | HELD |
| Merit Financial Group, LLC | $14.1M | 556,090 | 0.04% | 6q | +126.7%+$7.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $14.0M | 548,852 | 0.03% | new | NEW |
| Mariner, LLC | $13.2M | 517,017 | 0.01% | 23q | -2.8%-$385.8K |
| Focus Partners Advisor Solutions, LLC | $12.5M | 492,206 | 0.11% | 2q | -1.0%-$120.9K |
| TRUIST FINANCIAL CORP | $11.7M | 459,750 | 0.01% | 27q | +1748.1%+$11.1M |
| Parkside Investments, LLC | $11.6M | 456,225 | 1.29% | 31q | -13.9%-$1.9M |
| OSAIC HOLDINGS, INC. | $11.3M | 446,136 | 0.01% | 26q | +6.6%+$701.6K |
| Integrated Wealth Concepts LLC | $10.2M | 402,457 | 0.05% | 17q | +47.3%+$3.3M |
| Brady Martz Wealth Solutions, LLC | $10.2M | 400,105 | 1.54% | 7q | -1.3%-$132.6K |
| Syntegra Private Wealth Group, LLC | $9.5M | 374,419 | 0.74% | 15q | +4.0%+$363.8K |
| Capital Asset Advisory Services LLC | $9.4M | 370,616 | 0.34% | 15q | +1.7%+$161.6K |
| Heartwood Wealth Advisors LLC | $9.1M | 357,483 | 0.71% | 12q | +11.2%+$918.2K |
| OLD NATIONAL BANCORP /IN/ | $9.0M | 354,391 | 0.18% | 12q | +6.7%+$564.7K |
| Wealthspire Advisors, LLC | $8.6M | 338,318 | 0.05% | 8q | -2.2%-$197.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.6M | 337,256 | 0.14% | new | NEW |
| Perigon Wealth Management, LLC | $8.4M | 330,455 | 0.13% | 25q | -8.8%-$809.6K |
| Dakota Wealth Management | $8.4M | 330,291 | 0.16% | 10q | +10.4%+$793.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 320,863 | 0.01% | 31q | +1.2%+$93.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.0M | 315,868 | 0.00% | 22q | -4.6%-$390.7K |
| Savvy Advisors, Inc. | $8.0M | 313,162 | 0.17% | 6q | +38.4%+$2.2M |
| OneDigital Investment Advisors LLC | $7.6M | 297,113 | 0.06% | 31q | +2.1%+$157.7K |
| JONES FINANCIAL COMPANIES LLLP | $7.4M | 290,252 | 0.00% | 10q | +9.9%+$664.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.3M | 287,712 | 0.04% | 31q | -66.8%-$14.6M |
| Keystone Financial Group | $6.5M | 256,304 | 0.39% | 8q | +11.6%+$679.7K |
| Modera Wealth Management, LLC | $6.5M | 254,007 | 0.07% | 18q | +3.0%+$188.2K |
| ROYAL BANK OF CANADA | $6.5M | 253,585 | 0.00% | 31q | +19.2%+$1.0M |
| EP Wealth Advisors, LLC | $6.3M | 249,161 | 0.02% | 2q | -2.1%-$134.5K |
| Austin Wealth Management, LLC | $6.2M | 247,742 | 1.32% | 5q | -2.7%-$169.9K |
| MML INVESTORS SERVICES, LLC | $6.2M | 243,026 | 0.01% | 31q | +34.6%+$1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.0M | 236,639 | 0.09% | 31q | -25.1%-$2.0M |
| Avidian Wealth Enterprises, LLC | $5.9M | 231,178 | 0.16% | 30q | +7.2%+$393.7K |
| Baird Financial Group, Inc. | $5.4M | 210,755 | 0.01% | 31q | +12.3%+$585.9K |
| CGN Advisors LLC | $5.3M | 209,254 | 0.39% | 23q | +2.6%+$136.3K |
| RENAISSANCE TECHNOLOGIES LLC | $5.0M | 197,537 | 0.01% | 2q | +634.3%+$4.3M |
| Beacon Pointe Advisors, LLC | $4.9M | 194,548 | 0.02% | 26q | +2.4%+$118.0K |
| Chemistry Wealth Management LLC | $4.9M | 192,201 | 0.78% | 18q | HELD |
| MY Wealth Management Inc. | $4.8M | 188,531 | 3.38% | new | NEW |
| High Net Worth Advisory Group LLC | $4.7M | 184,350 | 1.00% | 19q | -1.4%-$64.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.6M | 180,093 | 0.05% | 15q | -1.0%-$45.4K |
| Erickson Financial Group, LLC | $4.4M | 174,515 | 2.38% | 19q | -1.2%-$53.5K |
| Global Retirement Partners, LLC | $4.4M | 172,780 | 0.07% | 16q | -1.7%-$75.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 166,558 | 0.01% | 18q | +1.1%+$47.8K |
| NewEdge Advisors, LLC | $3.9M | 151,803 | 0.01% | 12q | +82.8%+$1.7M |
| Kestra Advisory Services, LLC | $3.7M | 146,551 | 0.01% | 24q | -8.6%-$352.2K |
| BENJAMIN EDWARDS INC | $3.7M | 144,023 | 0.03% | 17q | -30.4%-$1.6M |
| &PARTNERS | $3.3M | 128,626 | 0.01% | 8q | -7.3%-$256.0K |
| Oakwell Private Wealth Management, LLC | $3.2M | 127,563 | 0.54% | 12q | +9.1%+$271.7K |
| Bragg Financial Advisors, Inc | $3.2M | 127,558 | 0.09% | 17q | +23.4%+$616.1K |
| Prime Capital Investment Advisors, LLC | $3.2M | 125,683 | 0.03% | 11q | -13.1%-$483.2K |
| STIFEL FINANCIAL CORP | $3.1M | 121,185 | 0.00% | 31q | -53.4%-$3.5M |
| Melone Private Wealth, LLC | $3.1M | 120,582 | 1.17% | 19q | -9.4%-$317.7K |
| AJ Advisors, LLC | $3.0M | 119,670 | 0.95% | new | NEW |
| Harbor Group, Inc. | $3.0M | 117,607 | 0.35% | 14q | -0.7%-$20.0K |
| Rockefeller Capital Management L.P. | $3.0M | 117,420 | 0.00% | 19q | HELD |
| Financial Partners Group, Inc | $2.9M | 115,678 | 0.30% | 5q | +1.6%+$45.4K |
| Diversified Portfolios, Inc. | $2.9M | 114,124 | 0.21% | 5q | +8.4%+$225.7K |
| Missouri Trust & Investment Co | $2.8M | 114,330 | 0.77% | 15q | +60.1%+$1.1M |
| CIBC Bancorp USA Inc. | $2.8M | 110,611 | 0.00% | 2q | +25.0%+$562.7K |
| SigFig Wealth Management, LLC | $2.8M | 109,265 | 0.07% | 9q | +18.2%+$428.4K |
| First Interstate Bank | $2.7M | 106,385 | 0.14% | 10q | +189.3%+$1.8M |
| Prentice Wealth Management LLC | $2.7M | 105,502 | 0.55% | 12q | -15.6%-$496.6K |
| Cerity Partners LLC | $2.6M | 101,951 | 0.00% | 13q | +7.7%+$185.3K |
| Wealthcare Advisory Partners LLC | $2.6M | 101,813 | 0.05% | 16q | +3.4%+$84.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $2.4M | 95,834 | 0.36% | 3q | +19.5%+$398.5K |
| BLAIR WILLIAM & CO/IL | $2.4M | 95,682 | 0.01% | 31q | +3.3%+$78.5K |
| Tower Research Capital LLC (TRC) | $2.4M | 95,118 | 0.06% | new | NEW |
| Aprio Wealth Management, LLC | $2.3M | 92,269 | 0.12% | 4q | +0.8%+$17.9K |
| Friday Financial | $2.3M | 92,427 | 0.63% | 7q | +2.5%+$57.8K |
| Legacy Financial Advisors, Inc. | $2.3M | 91,245 | 0.28% | 11q | -1.4%-$34.1K |
| FourThought Financial Partners, LLC | $2.3M | 88,576 | 0.17% | 10q | HELD |
| Waverly Advisors, LLC | $2.2M | 88,058 | 0.01% | 7q | -1.9%-$44.4K |
| Wedmont Private Capital | $2.1M | 84,780 | 0.06% | 19q | HELD |
| Collaborative Wealth Managment Inc. | $2.1M | 83,262 | 0.89% | 19q | -4.7%-$104.4K |
| WEALTH MANAGEMENT RESOURCES, INC. | $2.1M | 83,045 | 0.65% | 13q | +0.9%+$17.8K |
| Heritage Wealth Management, Inc. /CA/ | $2.1M | 81,774 | 0.79% | 11q | +15.9%+$284.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | $2.3B | 89,717,626 | 42 | 148 | 121 | 0.0% |
| Q1 2026 | 394 | $2.2B | 88,349,593 | 42 | 140 | 115 | 0.0% |
| Q4 2025 | 404 | $2.1B | 85,155,589 | 39 | 139 | 137 | 0.0% |
| Q3 2025 | 376 | $2.0B | 80,804,554 | 32 | 147 | 124 | 0.0% |
| Q2 2025 | 378 | $2.1B | 81,154,334 | 45 | 125 | 137 | 2.3% |
| Q1 2025 | 367 | $2.1B | 82,954,865 | 32 | 136 | 110 | 0.1% |
| Q4 2024 | 382 | $2.2B | 86,117,253 | 37 | 147 | 96 | 0.0% |
| Q3 2024 | 341 | $2.1B | 81,095,699 | 37 | 133 | 91 | 0.0% |
| Q2 2024 | 330 | $2.1B | 83,367,407 | 29 | 125 | 100 | 0.0% |
| Q1 2024 | 329 | $2.0B | 78,640,601 | 41 | 107 | 113 | 0.0% |
| Q4 2023 | 311 | $2.0B | 80,181,160 | 51 | 110 | 81 | 0.0% |
| Q3 2023 | 264 | $1.4B | 60,105,157 | 38 | 95 | 75 | 0.0% |
| Q2 2023 | 255 | $1.5B | 60,041,057 | 30 | 75 | 96 | 0.1% |
| Q1 2023 | 250 | $1.6B | 64,681,173 | 32 | 192 | 20 | 0.0% |
| Q4 2022 | 233 | $1.7B | 35,138,671 | 47 | 81 | 64 | 0.1% |
| Q3 2022 | 235 | $1.2B | 24,879,004 | 22 | 88 | 71 | 0.2% |
| Q2 2022 | 260 | $1.3B | 24,524,050 | 45 | 89 | 79 | 1.1% |
| Q1 2022 | 256 | $1.3B | 25,079,979 | 35 | 83 | 84 | 0.1% |
| Q4 2021 | 255 | $1.3B | 23,083,033 | 29 | 97 | 43 | 0.3% |
| Q3 2021 | 219 | $1.2B | 21,257,659 | 20 | 97 | 45 | 0.2% |
| Q2 2021 | 226 | $1.2B | 20,618,459 | 38 | 95 | 48 | 0.1% |
| Q1 2021 | 208 | $1.1B | 18,241,346 | 37 | 76 | 41 | 0.0% |
| Q4 2020 | 182 | $909.4M | 15,418,308 | 17 | 56 | 41 | 0.0% |
| Q3 2020 | 160 | $743.0M | 13,054,882 | 14 | 64 | 45 | 0.1% |
| Q2 2020 | 166 | $758.8M | 13,444,225 | 38 | 52 | 38 | 0.2% |
| Q1 2020 | 157 | $488.2M | 8,898,854 | 23 | 52 | 42 | 0.4% |
| Q4 2019 | 172 | $498.1M | 8,285,019 | 24 | 65 | 24 | 0.1% |
| Q3 2019 | 141 | $379.6M | 6,390,079 | 11 | 63 | 25 | 0.1% |
| Q2 2019 | 146 | $347.5M | 5,891,846 | 28 | 46 | 27 | 0.9% |
| Q1 2019 | 139 | $320.6M | 5,557,955 | 21 | 40 | 38 | 0.4% |
| Q4 2018 | 132 | $362.2M | 6,454,033 | 3 | 1 | 1 | 0.1% |